Portfolio rebalancing | Croesus Central

Scale hyper-personalization

Seamlessly personalize and rebalance thousands of portfolios at once, based on your strategies, while meeting each client’s specific requirements.

Performance

Execute highly personalized strategies across your entire book of business.

Productivity

Scale portfolio rebalancing with automated compliance resolution.

Compliance

Reduce business risk with pre- and post-trade compliance checks.

Profitability

Lower operational and transaction costs through market order aggregation.

10x

Significantly reduce portfolio drift with automated rebalancing.

From tedious process to strategic advantage

Transform rebalancing from a cost center to a competitive advantage that drives efficiency, ensures compliance, and enhances the value you deliver to every single client.

Streamlines the rebalancing of thousands of portfolios

With Croesus Central, large-scale portfolio rebalancing and personalization is no longer a high-risk and costly process for centralized portfolio management teams working in banks and wealth management firms.

In-depth analysis and mandate compliance

Its modeling and simulation capabilities allow for in-depth analysis and improved accuracy in rebalancing decisions. Identification, notifications, and resolution of non-compliance issues, both before and after orders are sent to market, help reduce the firm’s exposure to risk.

Time and productivity gains

Its power, automation, and ease of use reduce the time required to complete tasks.

Its advanced calculations and modeling capabilities enhance the productivity of professionals.

Its easy deployment simplifies process standardization and improves the fluid flow of information between investment, portfolio management, and compliance teams.

Business value and profitability

Transforms rebalancing into a streamlined, strategic advantage.

Reduces operational and transaction costs through market order aggregation, while minimizing errors and omissions to protect your bottom line and your reputation.

Features combining power and flexibility

Croesus Central is designed to meet the needs of centralized wealth management teams in financial institutions managing a large number of portfolios.

Rules-based automated rebalancing

Automate your workflows to manage drift and execute trades with speed and accuracy.

Its powerful engine allows for the simultaneous rebalancing of all your portfolios while respecting multiple, complex investment constraints for each one.

Hyper-personalization

Go beyond basic models. Enables unparalleled personalization of services offered to investors and of the portfolios themselves, including the handling of UMA, UMH, and SMA segments, as well as addressing each investor’s tax reality.

Portfolio modeling & simulation

Configure and centrally manage complex, multi-layered investment models. Before sending a single order to the market, run powerful simulations to analyze the impact of rebalancing on factors like asset allocation, risk, and tax efficiency.

Experience the difference

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Elevate your wealth management to the next level

Croesus Central’s unique features enable portfolio managers to stand out in a competitive market.

Intrinsic investment compliance

Precise management rules and constraints are applied to client models and portfolios. Professionals also receive notifications for portfolios requiring review.

International tax suitability

Automatically accounts for the tax implications of every decision, offering appropriate suggestions to minimize the negative tax impact on portfolio returns in over 80 jurisdictions.